IT Onboarding Process
Insight Tech Advisors streamlines the onboarding process for our
managed services, prioritizing a seamless transition for our clients.
While transitioning into managed IT services can be a significant decision for small business owners, it's often driven by various factors, such as:
Increased business demands
Expanded employee roster
Diversification of products or services
Challenges with existing IT processes or systems
Typically, the catalyst for this decision is growth or change, necessitating the consolidation of services under a professional, experienced managed services provider (MSP). At Insight Tech Advisors, our clients benefit from a team of seasoned professionals and a wealth of industry resources, making our managed services a valuable investment.
Insight Tech Advisors offers two primary managed services programs: managed IT services and managed security services. Upon engaging in our services, clients immediately experience the advantages of our tailored approach. We collaborate closely with you throughout an extensive IT onboarding process, ensuring a smooth transition that aligns with your specific needs and timelines.
The IT onboarding process with us generally comprises five key components:
Evaluation and Assessment
Plan Preparation and Presentation
IT Onboarding
Launch
Support Services

Evaluation and Assessment
During the initial phase, we prioritize active listening to comprehensively understand your existing infrastructure, security measures, and operational processes. By gaining insights into your current challenges and pain points, we ensure that our services align effectively with your needs. Upon mutual agreement, we proceed to the next phase.
Plan Preparation and Presentation
Our team conducts a detailed analysis of your current IT landscape, benchmarking it against industry standards. This thorough assessment identifies inefficiencies, risks, redundancies, and growth opportunities. We evaluate various aspects of your IT system, including software applications, mobile device management, network security, and password protocols. Based on our findings, we present tailored recommendations that consider both current requirements and future scalability, all while mindful of budget constraints.
IT Onboarding
Upon your approval of the proposed solutions, we develop an implementation roadmap and checklist, establishing a clear timeline for deployment. Our primary objective during this phase is to update and optimize your system to meet your evolving needs, leveraging existing technology where feasible. Whether it involves a complete infrastructure overhaul or a seamless transition to managed IT services, we provide full support, including procurement of new equipment if necessary.
Deployment timelines are coordinated according to your schedule, with meticulous attention to detail. We handle data preservation and migration, install requisite antivirus and anti-spam configurations, and conduct necessary training sessions. As a critical step, we create an IT Roadmap to guide future enhancements and ensure alignment with your organizational goals. Additionally, we offer support for security policy development to enhance your overall cybersecurity posture.
Support Services
With the completion of the onboarding process, our team assumes the role of IT management services providers. We monitor your infrastructure, implement updates and patches, and oversee security protocols to safeguard your systems against potential threats. From switches to servers, we provide comprehensive support, ensuring the smooth operation of your IT environment.
Throughout the support phase, Insight Tech Advisors serves as your primary point of contact for all technology-related issues. Whether remotely or on-site, our dedicated team is committed to resolving any challenges promptly and efficiently. With our managed services, you gain a dedicated team dedicated to supporting your technology needs.
Streamline Your Onboarding
The IT onboarding process is a multifaceted endeavor, demanding meticulous attention to detail at every step. Insight Tech Advisors excels in managing these intricacies, ensuring a seamless transition and ongoing support for your business. As we progress through the onboarding process and beyond, you'll find us as valued partners working collaboratively toward the success of your business.
How can we help?
Whether you need immediate help with an IT issue or want to discuss your long-term IT strategy, our team is here to help.
Call us at (855)-768-8790 or complete the form below and we'll help in any way we can.
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See What Insight Tech Advisors Clients are Saying

Muriel Kimbrough
“Wes always does a great job with our stuff at Marcilliat & Mills! The whole team is prompt, easy to work with, and very knowledgeable. Thanks to the whole team and especially to Wes!”

Calloway & Associates
“I just wanted to say thank you to Insight and Joshua for having our backs Sunday. About 2:30 pm I received a call from Joshua who let me know that the server wasn’t showing up online anymore. So I ran out to the office and found our lights were out – service was down for about 300 people due to damaged equipment. I got in a report of our outage in to Duke. He stayed on it with me until they turned the lights back on about 6 pm (me checking status at the office and letting him know) and then he got us all set back up to be ready for Monday morning. It was just great teamwork and I just wanted to let you know how much I appreciate you guys. Thank you!”

Nancy Brandon
“Wes is great to work with! He is always friendly and willing to help resolve any issues I have.”